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Reposted 6 Days AgoSaved
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Remote
USA
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128K-150K Annually
Senior level
128K-150K Annually
Senior level
Financial Services
The Senior Wealth Strategist - Insurance manages client relationships and provides insurance solutions, focusing on risk management for high-net-worth clients. The role requires collaboration with advisors and an in-depth knowledge of the insurance industry.
Top Skills: Crm SystemsExcelMs WordOutlookPowerPoint
Reposted 6 Days AgoSaved
Easy Apply
Remote
California, USA
Easy Apply
102K-120K Annually
Senior level
102K-120K Annually
Senior level
Financial Services
The Insurance Advisor will manage a book of business, build client relationships, and provide insurance expertise in life, long-term care, and annuities, while supporting financial planning and risk management efforts.
Top Skills: Crm SystemExcelMs WordOutlookPowerPoint
Reposted 7 Days AgoSaved
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Remote
USA
Easy Apply
170K-200K Annually
Expert/Leader
170K-200K Annually
Expert/Leader
Financial Services
The Tax Director leads tax planning strategies for high-net-worth clients, reviews tax returns, and partners with client development teams to enhance client relations. Requires extensive tax knowledge and client service experience.
Top Skills: SureprepUltratax
Reposted 8 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
165K-175K Annually
Senior level
165K-175K Annually
Senior level
Financial Services
Lead the Opportunity Engine product development, managing cross-functional teams to drive advisor growth and improve client experiences using data and AI.
Top Skills: AIB2B SaasData AnalysisMachine Learning
12 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
117K-137K Annually
Senior level
117K-137K Annually
Senior level
Financial Services
The Tax Manager I will lead client relationships, prepare and review tax returns, conduct tax research, and mentor staff in a supportive environment focused on high-net-worth clients.
Top Skills: SureprepUltratax
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Reposted 12 Days AgoSaved
Easy Apply
Remote
California, USA
Easy Apply
77K-90K Annually
Entry level
77K-90K Annually
Entry level
Financial Services
Assist in preparing personalized financial plans by analyzing client documents and data, utilizing financial planning tools, and collaborating with teams for a seamless client experience.
Top Skills: EmoneyExcelMorningstarSalesforceSs Analyzer
Reposted 12 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
72K-85K Annually
Mid level
72K-85K Annually
Mid level
Financial Services
The Client Development Associate guides new clients through the onboarding process, ensuring a seamless transition to official client status while managing documentation and account setup.
Top Skills: EstateFinancial PlanningInsuranceInvestment ManagementTax
Reposted 14 Days AgoSaved
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Remote
USA
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170K-200K Annually
Senior level
170K-200K Annually
Senior level
Financial Services
The Director of Client Development will lead a team of Financial Planners, ensuring operational excellence, mentoring staff, and managing workflow efficiency while producing prospect financial plans.
Top Skills: EmoneyMicrosoft Office SuiteMicrosoft TeamsPower BISalesforceZoom
16 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
72K-85K Annually
Mid level
72K-85K Annually
Mid level
Financial Services
The Private Market Operations Specialist ensures data integrity and operational continuity across Private Investment Services systems, focusing on reporting accuracy and managing data feeds, particularly between Arch and Orion.
Top Skills: ArchExcelOrion
18 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
140K-160K Annually
Senior level
140K-160K Annually
Senior level
Financial Services
Lead revenue operations strategy and programs, partner with Sales, Marketing, Finance and Product to improve GTM processes, build dashboards and forecasts, optimize Salesforce and GTM tech, and drive analytics and operational playbooks to increase revenue predictability and scale.
Top Skills: DomoPower BISaaSSalesforceTableau
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